Balance Ventures LLC

Crossvault Capital Management, a San Antonio-based registered investment advisor, specializes in providing traditional, customized portfolio management services for high net worth investors and institutions. With a team of experienced portfolio managers and a goal-oriented investment strategy, they offer tailored investment solutions, including concentrated equity portfolios and separate account management. As a subsidiary of Prime Capital Investment Advisors, Crossvault Capital Management aims to build long-lasting portfolios that prioritize strength, stability, and elegance, much like the Roman concept of a crossvault, which combines two simple vaults to create a powerful structure without excessive materials or labor.Generated from the website

Brent Forrest & Associates, doing business as Wela Financial Advisory, is a registered investment adviser based in San Antonio, Texas, with over 30 years of experience in providing financial advice and planning services. They specialize in honest and holistic investment management, catering to a diverse clientele including working professionals, pre-retirees, retirees, and widows and widowers. The firm's core values emphasize exceptional client service, proactive communication, and a clear financial planning process, which are tailored to meet the individual needs of their clients. With a client retention rate of 97% and assets under management totaling $525 million, Wela Financial Advisory is committed to guiding clients toward financial clarity and peace of mind. Generated from the website

Komet Asset Management is a financial services firm based in San Antonio, TX, specializing in investment management and wealth preservation strategies. With a focus on personalized solutions, the company assists clients in achieving their long-term financial goals. Utilizing a comprehensive approach to financial planning, Komet Asset Management offers a range of services including portfolio management, retirement planning, and risk assessment. The firm prides itself on providing transparent and objective advice to help clients navigate the complexities of the financial markets. Generated from their business information